Estate Planning

We provide comprehensive estate planning services according to our clients’ needs.

Take the first step and arrange a meeting with one of our professionals to begin the process. We will:

  • Review your overall financial picture including corporate and personal matters
  • Gather a team of professionals if needed, including lawyers, insurance and investment advisers and bankers to structure your affairs so both your needs and the needs of your beneficiaries are met
  • Outline a plan that addresses your current needs and serves as a basis for your overall estate plan as it changes over time
  • Implement this estate plan and use the varied skills of a full range of advisors
  • Review, monitor and update this plan to meet changes as required
  • Book a

    To meet with one of our experienced accounting professionals call us at 604- 684-1101 or email your appointment request to: